Snappy Kraken Unveils Redefined Product Offering - Enriching Three Key Areas of Financial Advisors’ Marketing

Offering comprises a complete digital marketing system for financial advisors who care about making meaningful connections

ORMOND BEACH, Fla.--()--Snappy Kraken, the martech innovator serving financial advisors, today unveiled a holistic product offering that will make it easier for advisors to fulfill all their marketing needs in one place. This complete digital marketing strategy, designed to help financial advisors foster and deepen relationships with clients and prospects, underscores Snappy Kraken’s commitment to providing accessible solutions at all stages of an advisor's marketing journey.

Snappy Kraken’s unified product offering includes:

  • Personalized websites and branding tailored to advisors’ ideal clients.
  • Marketing automation featuring unique original content designed to win prospects and wow clients.
  • Text message marketing, via the intuitive Convos platform, to serve clients better and faster.
  • Freedom360, a “done-for-you" marketing solution that eliminates the need for advisors to single-handedly manage their entire marketing systems.

“Our goal is to reduce the amount of time financial advisors have to spend on marketing, while simultaneously helping them forge meaningful connections with their clients and ideal prospects,” said Robert Sofia, Chief Executive Officer of Snappy Kraken. “Snappy Kraken’s comprehensive, research-based campaigns are industry outliers in that they deliver verifiable results. We're proud to continue leveling up our end-to-end digital marketing strategies and delivering tangible value-add for the advisors we serve."

This long-anticipated product offering follows Snappy Kraken’s acquisition of Advisor Websites in 2022 and reflects Snappy Kraken’s devotion to financial advisors’ success by arming them with marketing tools to better serve clients, expand relationships, and grow their firms. Using Snappy Kraken’s complete marketing solution, advisors are able to enhance their:

  • Service, staying in front of their clients with consistent communication and educational content.
  • Expansion, deepening relationships and building trust with their existing network while establishing a thought leadership platform.
  • Growth, increasing traffic and conversions across their websites and entire marketing strategy—all while earning referrals and building new client relationships.

"We're not just looking to make marketing easier or help advisors simply check a box," said Angel D. Gonzalez, Co-Founder and Chief Marketing Officer of Snappy Kraken. "Advisors, and the people they serve, deserve much more. Marketing has to matter, and it's done through compelling offers and strategies built to deepen relationships."

To date, Snappy Kraken has deployed more than 150,000 campaigns, launched more than 5,000 websites, and sent millions of engaging emails on behalf of advisors nationwide. Advisors will be able to learn more at this year’s Jolt! Conference, taking place from May 3-5th in Las Vegas, which will afford attendees opportunities to forge connections with like-minded peers, bright marketers and leading-edge advisors.

For more information about Snappy Kraken’s full menu of offerings and to experience its recently refreshed website, visit Those interested in working with Snappy Kraken can now schedule a demo for one or all of its products by clicking here.


Snappy Kraken is an award-winning marketing technology firm that provides original content, marketing automation, personalized website design and bold, unique marketing campaigns for the financial services industry. Data-informed decision-making drives each marketing campaign. Snappy Kraken received the 2022 Wealth Management Industry Award in the area of Digital Marketing Campaign of the Year for its Blend Out campaign. The prior year, Snappy Kraken won the WMIA Social Media Leadership for Technology Providers award for its annual marketing research report, and the Marketing Automation for Technology Providers award for its “Cold to Gold Framework.” Recognized by Benzinga in three categories in 2020 as well as by MarTech Breakthrough as best overall content marketing software three years in a row, Snappy Kraken ranked number eight and number three respectively on the last two Financial Planning Best Fintechs to Work For lists.

To learn more about Snappy Kraken's solutions for financial advisors, including white-labeled enterprise solutions, and to use the new and enhanced tools recently announced, visit


Hannah Dixon

Allie Zendrian